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Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST
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To: Mohan Marette who wrote (92540)1/29/1999 11:28:00 AM
From: BGR  Read Replies (1) of 176387
 
Mohan,

0.36 beats estimates of 0.31 by 15% (i.e. DELL does a MSFT). According to my calculation earlier posted in this thread, that puts DELL's fair value at 115-120 based on a forward PE of 65 and earnings growth rate of 65% (revenue growth of 50% + put selling to LT and gang) for the next 3-4 years till DELL attains 20-25% market share (assuming industry growth rate of 17%). I have rolled up my Feb 85's to Feb 100's. Should have done that yesterday but I was in a meeting and the late surge caught me by surprise.

-Apratim.

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